Q1 2022 Holdings
Filed 2022-05-16 | 11 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $374.9K | 115,000 | 18.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $359.8K | 1,622,500 | 18.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $245.8K | 5,250,000 | 12.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $164.1K | 59,000 | 8.2% |
| Block Inc(XYZ) | CL A | 852234103 | $135.6K | 1,000,000 | 6.8% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $134.1K | 1,000,000 | 6.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $127.9K | 575,000 | 6.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $122.4K | 240,000 | 6.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $112.8K | 450,000 | 5.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $112.4K | 300,000 | 5.6% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $102.7K | 800,000 | 5.2% |